You are here: Modules > Payroll > Bureau Payroll > Processing > Employee Pay Wizard > Pay Review

Pay Review

This section displays a list of employees for pay processing. The user can change the pay of the employees by selecting an employee and the type of change required.

Prerequisites

  • No prerequisites

Rules and Guidelines

  • Fields that are marked with red asterisks (*) are mandatory.

Field Information

ClosedEmployee ID

This field displays the Employee ID, and is for viewing purposes only.

ClosedStatus

This field displays the status of the employee, and is for viewing purposes only.

ClosedName

This field displays the name of the employee, and is for viewing purposes only.

ClosedNI Number

This field displays the NI Number of the employee, and is for viewing purposes only.

ClosedPrevious Period Net

This field displays the net pay of the employee in the previous period. This is for viewing purposes only.

ClosedNet Pay

This field displays the current net pay of the employee for this period. This is for viewing purposes only.

ClosedGross Pay

This field shows the current Gross Pay for this period. If no calculation has been performed, this will display zero.

ClosedTax

This field shows the current Tax Paid for this period. If no calculation has been performed, this will display zero.

ClosedNI

This field shows the employee's current NI for this period. If no calculation has been performed, this will display zero.

 

Employee Level Changes

ClosedMagnifying Glass

Selecting the magnifying glass next to the employee enables the editing of payroll payments and deductions.

ClosedPayments

This displays a list of payments available.

Description

This is a description of the payment.

Permanent Amount /Value

When the user amends a pay code and selected 'Permanent' as the type of amendment, the units/value will be displayed in this column.

  • Note that 'Salary' is a special type of pay code that shows the 'Annual Value' instead of the 'Periodic Value'.

Temporary Amount/Value

This displays all temporary units/values entered by the user (i.e. includes input on Timesheets screens, imported values from Employee or Batch Timesheets, etc)

Rate

This is the hourly rate.

Paid Amount

This displays the periodic monetary value after calculation which can be viewed after processing.

  • The Periodic values are no longer overriding the"Amount/Value" field so that the original input remains.
  • The Paid amount can be reset at cleardown.

N.I.'able

When this is 'Y,' the payment is subject to NI.

Taxable

When this is 'Y,' the payment is subject to Tax.

Notional

When a Notional item has an asterisk (*), replace it with 'Y'.

Stop Marker

Select this tickbox to stop the code from working for this employee.

 

To change any of the values, click .

When the code required is not already assigned to the employee, the user should be able to add it to the employee by selecting it from the dropdown list in New Payments.

  • For Vendor Ops or Vendor Support users, all Pay Codes not assigned are displayed on the screen. For Bureau Administrator users, only codes with 'Preceda HR flag' = 'Control' - 'Y' or 'D' are displayed.
  • Salary is for information only as Salary is changed via the New/Amend Employee option.

 

Select New Payments if you need a payment type that is not listed:

First select the type of payment you wish to use.

ClosedFor example:

'Allowance 1' for a temporary payment subject to Tax and NI;

Basic Rate 1 for a payment that would multiply units input by the hourly rate of the employee;

Once selected, rename the description to your requirements.

 

Note:

  • This new renamed payment will be available to be added to any employee. If renamed later, it will also rename all instances on other employees.
  • Closing the New Payments window allows the user to find the newly-added Pay Code that can be used to add a permanent or temporary payment.

 

Some Payment types may also require you to choose the kind of amendment that you want to apply:

For Permanent amendments, the following fields will be displayed:

Pay Code

This displays the description of the pay code.

Basic Hours

This displays the employee's basic hours.

Do you want to pay the Hours and Rate automatically each period?*

Select the value that applies: 'Yes' or 'No'

 

For Temporary amendments:

Pay Code*

This mandatory field displays the employee's pay code.

Hours

This displays the employee's weekly hours.

 

ClosedDeductions

This displays default deductions for the employee.

  • Any deduction in the list with a type of 'Prompt' is only allowed to add a Temporary value.
  • Any deduction in the list with a type of 'Fixed' is only allowed to add a Permanent value.

Description

This is a description of the deduction, and is for viewing purposes only.

Permanent Amount

This displays any deduction entered with a permanent amount.

Temporary Amount

This displays any deduction entered with a temporary amount.

Deducted Amount

This displays the calculated amount for each deduction code after a calculation (i.e. the temporary and permanent values stay in place so the user can see any fixed deductions).

  • This value can be reset at Cleardown.

Notional

This replaces the Charge Type.

  • When a subtype of * is in a Deduction code, then this denotes a Charge Type. A 'Y' should be entered if it is defined.

Stop Marker

Select this tickbox to stop the code from working for this employee.

 

Click on to change the value. N.I. is for information only.

If you wish to have a new deduction not listed, select New Deduction.

Choose a Gross or Net deduction, whether it is deducted before or after Tax/NI.

Change the description and save.

Note:

  • This new renamed payment will be available to be added to any employee. If renamed later, it will also rename all instances on other employees.
  • Closing the New Deductions window allows the user to find the newly-added Deduction Code that can be used to add a permanent or temporary payment.

 

Some Deduction types may also require you to choose the kind of amendment that you want to apply:

For Permanent amendments, the following fields will be displayed:

Deduction Code*

This displays the description of the employee's deduction code.

Deduction

Enter the amount of the deduction.

Cost

This displays value of 'Yes' or 'No'.

Stop Marker

Select the tickbox to stop the code from working for this employee.

Cumulative

This value will be cleared at the end of each tax year.

ClosedBank Details

Sort Code

Enter the bank sort code that applies to the company. This should be in the format '11-11-11' and is validated against the bank sort code file.

Account Number

Enter the employee's bank account number.

  • The entry must be in an eight-digit numeric format.
  • If the account number is less than eight, please precede it with leading zeros. For example, instead of '123456', enter '00123456'.

Building Society Roll Number

This is an alpha-numeric field used for BACS if the employee's net pay is to be paid to a building society account.

Account Reference

This is the employee's account reference.

Record Type

This is the type of record to be assigned to the employees account. Enter a numeric value (1 to 9) as the record type.

 

For Temporary amendments:

Deduction Code*

This displays the description of the deduction code.

Value

This displays the value of the code.

 

ClosedPensions

From here, you can add or remove an employee from the pension scheme or change the current values.

From the list, select the pension you would like to amend.

Note: If the employee is in the scheme selected, the details will be populated.

 

Employees

Fill in the percentage for each level (Less than LEL, Up to UEL and greater than UEL). This could be the same for each.

Employers

Fill in the percentage for each level (Less than LEL, Up to UEL and greater than UEL). This could be the same for each.

Company Pension Join Date

Enter the joining date of the pension scheme. This is only applicable if in a company pension scheme.

Company Pension Leave Date

Enter the leaving date of the pension scheme. This is only applicable if in a company pension scheme.

Salary Sacrifice

You can change whether the scheme is salary sacrifice or not.

Note: This will affect all pension schemes.

 

ClosedMaternity Pay

If a Maternity has already been entered, the details will show here or a new entry can be made.

 

ClosedAverage Pay Details

This screen shows the amount of gross pay for the last 24 periods that are to be used in the calculation of Average Pay.

Exclusion Marker

If an employee needs to be excluded from the payrun, an exclusion marker can be set.

Payslip Message

This field allows a message to be attached to an employee and printed on the employee's current period payslip. Period End will automatically clear this field.

MPP Dates

Baby Due Date (Expected Confinement)

Enter the date of the Sunday preceding the day on which the baby is due to be born (as stated on the confinement certificate).

Medical Certificate

Enter the date on which the confinement certificate was received.

Small Employers Relief

Tick the box if eligible, then company can claim back 100% of SMP/SPP/SAP/APP paid out plus an additional 3%.

First Start Week for SMP

This refers to the earliest date on which the employee can commence her maternity leave. Moorepayhr will automatically calculate this date based on the "Expected Confinement" field. This field is for viewing purposes only.

Actual Start Week of MPP

Enter the date on which the employee commences maternity leave (this must be a Sunday). If the date on which the employee starts her maternity leave is before the 'First Start Week for SMP', read the next field.

Start MPP Early

By entering 'Y' in this field, the system will allow an entry of an 'Actual Start Week of MPP before the 'First Start Week MPP. This would be valid in the event of the baby being born earlier than the first valid date for MPP start. In this case, the date entered should be the date of the beginning of the week in which (i.e. Sunday) the employee's confinement occurred.

Pay Period for MPP Start

This refers to the period number ('CCYYPP') in which the actual start week for MPP occurs. Moorepayhr will automatically commence paying SMP in this period. This field is for viewing only.

Notification Week

This is the date that the system calculates based on the entered expected date of confinement. This date will be 15 weeks before the employee's expected date of confinement. This field is for viewing only.

Calculate Average Week

This refers to the date of the beginning of the week which is to be used in the calculation of the employee's average pay. This will normally be the same as the Qualifying Week, and will be automatically calculated.

Calculate Average Early

By entering 'Y' in this field, the system will allow an entry in 'Calculate Avg Week' which would be less than the Qualifying Week. This is valid in the event of the employee leaving before the Qualifying Week because of early confinement or because she is 'Fairly Dismissed.'

Pay Period for Average Calculation

This is the pay period ('CCYYPP') which is the last period to be used for the calculation of average pay. This is the pay period whose pay day falls before the end of the 'Calculate Avg Week.' This field is for viewing only.

 

ClosedPayment Details

Cumulative SMP Paid

This field is for viewing only.

Average Pay

This field is for viewing only.

Higher Rate

This field is for viewing only.

(Higher Rate) Weeks Remaining

This field is for viewing only.

Lower Rate

This field is for viewing only.

(Lower Rate) Weeks Remaining

This field is for viewing only.

Weeks Worked

This field is for viewing only.

 

 

ClosedAdoption Pay

This screen enables the input of a new adoption pay record. If one currently exists, the information will be displayed.

ClosedAverage Pay Details

This shows the amount of gross pay for the last 24 periods that are to be used in the calculation of Average Pay.

Exclusion Marker

If an employee needs to be excluded from the payrun, an exclusion marker can be set.

Payslip Message

These fields allow a message to be attached to an employee and printed on the employee's current period payslip. Period End will automatically clear this field.

APP DATES

Matching Date

Enter the date the adoption agency has given as the date your employee has been matched with a child.

Small Employers Relief

Tick the box if eligible, then company can claim back 100% of SMP/SPP/SAP/APP paid out plus an additional 3%.

Start Date for Average Calc

This refers to the date of the beginning of the week which is to be used in the calculation of the employee's average pay. This will normally be the same as the Qualifying Week.

Pay Period for Average Calc

This refers to the pay period ('CCYYPP') which is the last period to be used for the calculation of the average pay. This is the pay date of the pay period which falls before the end of the 'Start Date for Average Calc'.

Date of Matching Certificate

This refers to the date on which the Matching Certificate was produced.

Expected Date of Placement

This refers to the expected date of placement of the child. This field can be left blank until notified.

Actual Date of Placement

This refers to the actual date on which the employee commences adoption leave. This field can be left blank until notified.

Adoption Leave Start Date

This refers tot the date on which the employee begins adoption leave.

Pay Period for APP Start

This refers to the period number ('CCYYPP') in which the actual start week for APP occurs and the system will automatically commence paying SAP.

 

ClosedPayment Details

Cumulative SAP Paid

This is the amount of SAP which has been paid during the current APP. This is for viewing only.

Average Pay

This is the employee's average pay as calculated by the system. This is for viewing only.

Weeks Worked

This is the number of weeks of SAP that the system has not paid as a result of the employee working during the APP. This is for viewing only.

 

ClosedPaternity Pay

This screen enables the input of a new Paternity Pay record. If one currently exists, the information will be displayed.

ClosedAverage Pay Details

This shows the amount of gross pay for the last 24 periods that are to be used in the calculation of Average Pay.

Exclusion Marker

If an employee needs to be excluded from the payrun, an exclusion marker can be set.

Payslip Message

These fields allow a message to be attached to an employee and printed on the employee's current period payslip. Period

End will automatically clear this field.

PPP DATES

Expected Date of Confinement

This is the date of the Sunday preceding the day on which the confinement certificate states that the baby is due to be born.

Type

This refers to the type of Paternity leave being applied (i.e. 'B' = Birth, "A" = Adoption)

Start Date for Average Calculation

This field displays the date of the beginning of the week, which is to be used in the calculation of the employee's average pay. This will normally be the same as the Qualifying Week, and is automatically entered by the system.

Small Employers Relief

Tick the box if eligible, then company can claim back 100% of SMP/SPP/SAP/APP paid out plus an additional 3%.

Pay Period for Average Calc

Input the pay period (format 'CCYYPP') which is the last period to be used for the calculation of average pay. This is the pay period whose pay date falls before the end of the 'Start Date for Average Calc'.

Actual Date of Confinement

Enter the actual date (format 'DDMMCCYY') of confinement.

Date of Self Certification

Enter the date (format 'DDMMCCYY') on the employee's self-certification form given as evidence of their entitlement to SPP.

Date of First Payment

Enter the date (format 'DDMMCCYY') the employee has requested for the first weeks payment of SPP.

Pay Period for First Payment

Enter the pay period due ('CCYYPP') for payment derived from the first payment date entered above.

Date of Second Payment

Enter the date (format 'DDMMCCYY') the employee has requested for the second weeks payment of SPP.

Pay Period for Second Payment

Enter the pay period due (format 'CCYYPP') for payment derived from the second payment date entered above.

 

ClosedPayment Details

Cumulative SPP Paid

This field shows the amount of SPP which has been paid during the current Paternity Pay Period (PPP). This is for viewing purposes only.

Average Pay

This field displays the employee's average pay as calculated by the system. This is for viewing purposes only.

Standard Rate

This field displays the rate at which SPP will be paid, this will be a system calculated amount based on the average pay. This will be the lower of the standard amount for SPP entered in Statutory Variables or 90% of the average pay. This is for viewing purposes only.

Weeks Remaining

This field displays the number of weeks that the employee has left for payments. This is for viewing purposes only.

Weeks Worked

This field displays the number of weeks of SPP that the system has not paid as a result of the employee working during the PPP. This is for viewing purposes only.

 

ClosedCourt Order

First, select the type of court order.

Code

This displays the court order code.

Description

This displays the court order description.

Deduction

This is the pre-calculation value entered on the Court Order screen.

Based on %

When a court order rule is % based and there is no deduction to enter in the drill down, this field will update with a value of 'Y'.

Stop Marker

Select this tickbox to stop the code from working for this employee.

 

Drilldown on to add a new record.

Select the applicable entry from the dropdown list in the Type field.

Enter the value of Deduction and other details on the window below. Click Save to continue.

Type

This field displays the Court Order type.

Stop Marker

Select this tickbox to stop the code from working for this employee.

Original Balance

This displays the employee's original balance.

Balance Owing

This displays the amount owed by the employee.

Priority

This displays the priority amount.

Authority Code*

Select the applicable Code from a dropdown list.

Reference

This field is a free format 20-character field. This is used to define additional Court Order details.

ClosedBank Details

Sort Code

Enter the bank sort code that applies to the company. This should be in the format '11-11-11' and is validated against the bank sort code file.

Account Number

Enter the employee's bank account number.

  • The entry must be in an eight-digit numeric format.
  • If the account number is less than eight, please precede it with leading zeros. For example, instead of '123456', enter '00123456'.

Building Society Roll Number

This is an alpha-numeric field used for BACS if the employee's net pay is to be paid to a building society account.

Account Reference

This is the employee's account reference.

Record Type

This is the type of record to be assigned to the employees account. Enter a numeric value (1 to 9) as the record type.

 

ClosedStudent Loan

Student Loans

Identify the type of Student Loan.

Code Description
1 Type 1
2 Type 2
N None

Student Loan Type 1 has an earnings threshold of £17,775 while Type 2 has £21,000.

Start Period

This displays the start period of the loan.

End Period

Enter the date of the end period.

Save once complete.

 

 

Buttons

ClosedDisplay PR Notes

Click this button to view and/or edit the Payroll Return (PR) Action List screen.

  • This option is available to All Flavours (Managed Only).

 

ClosedX

The selected record will be removed from the table when this option is clicked.

ClosedEmployee

This displays the ID number and the name of the employee.

  • Click the dropdown arrow to display the search option, or enter the employee's ID number or name to search.
  • Note that this is an optional field (i.e. can be left blank).

 

ClosedSequence

This field shows the sequence number of the record.

  • If left blank, a sequence number will be auto-generated.
  • The sequence number cannot be duplicated for the same company or employee.
  • This is a read-only field.

 

ClosedNarrative

This field allows the selection of narrative from a dropdown list. Users can also opt to enter text manually.

  • This mandatory field can accommodate text of up to 142 characters.
  • Users are allowed to amend the text that they enter in this field.

 

ClosedCustomer Action

This field displays two options: 'Y' (Yes) or 'N' (No).

  • An error message will be displayed when this field is left blank.

 

ClosedBureau Action

This field displays two options: 'Y' (Yes) or 'N' (No).

  • An error message will be displayed when this field is left blank.

 

ClosedStatus

There are two options displayed in this field: 'Open' and 'Close'.

  • The dropdown selection displays one option only (i.e. 'Open') when inserting new records.
  • When the user selects 'Close', a confirmation message is displayed ("Are you sure you wish to mark as Closed?". When the user selects 'Yes', the record will be removed. When the user clicks 'No', the confirmation message window is closed and no change will be applied).
  • The status will be defaulted to 'Open' when this field is left bank.

 

ClosedHistory

This field displays the following details:

  • Employee - This displays the employee name.
  • Sequence - This displays employee's sequence number.
  • Entered by - This displays the user ID of the one who inserted the record.
  • Date/Time - This displays the date and time when the record was inserted.
  • Last Updated - This displays the last user who modified the record.
  • Date/Time - This displays the date and time when the record was last modified.

 

 

ClosedProcessing Instructions

Click this button to view and amend the processing instructions.

  • Each type of processing instruction is loaded from the following buttons: Reminder, General, New Starter, Leave, and Pensions
    • Each button loads a screen with 10 lines and an option to add 5 more lines at a time. The maximum number of lines per screen/button is 180.
    • Each line can contain up to 72 characters.
    • After a line has been added, a Delete option becomes available on the left side of the line.
  • The button appears red and with an asterisk when there is data stored against any of the processing instruction.
  • This option is available on Managed Flavours such as Vendor Ops, Vendor Support, and Vendor Partner.

 

ClosedDisplay Leavers

Click this button to display leavers in the list. The Status column details the leavers.

Click 'Do Not Display Leavers' to hide.

ClosedPay Date

This displays the pay date for this period. If this is not correct, amend the date.

Note: Moving from this step could cause the date to revert to default for the period. Run Calculate Payrun to save this date.

ClosedAdvanced Holiday Weeks

This functionality allows the user to advance the payroll for the number of weeks specified.

ClosedComplete & Process Date (By 1pm)

This is the date when the payroll has to be completed.

ClosedCalculate Payrun

Select this to perform the payroll calculations. Initially, the screen will show:

This will display while the payroll calculates. Once complete, you will notice the Payroll Status change.

ClosedPayroll Status

This provides information on where you are in the payroll cycle.

  • The first status is Calculate Pays Pending.
  • Once finished, it changes to Calculate Pay Complete.

ClosedCheck Processing Status

Click this button to refresh the Payroll Status.

For example, if a payroll hadn't finished processing, selecting this will refresh the status.

 

Once Payroll is run, move on for the summary to view reports and continue with the payroll cycle.

Select Next >> to continue with the workflow or select Back >> to return.

Click this link --> Employee Pay Wizard if you want to go to the Wizard's Help.